FBMTX Mutual Fund

NAV$22.05

TER0.47%

Holdings17

FBMTX Mutual Fund

NAV$22.05

American Funds 2065 Target Date Retirement Fund Class F-2

TER0.47%

Holdings17

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Holdings Overlap Analysis

Compare FBMTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBMTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBMTX Mutual Fund Overlap Analysis

FBMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FBMTX may share significant positions with broad-market funds.

FBMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBMTX tax-loss harvesting finds highly correlated but non-identical funds.